Teri Kinney-Bishop

Teri joined the company in April 2013 after a 13-year career as a financial advisor in Wichita, Kansas. She has extensive experience in portfolio analysis, research and insurance planning. Teri applies her knowledge of insurance and estate planning strategies for clients throughout the financial planning and wealth management processes. She believes knowledge of insurance and estate planning strategies are beneficial to clients throughout the financial planning and wealth management processes. Her educational background began with community college and continued through Tabor College and Friends University. Being a trusted advisor for clients and providing solid financial guidance through many life circumstances is especially important to Teri. She holds both Series 7 and 66 credentials.

Teri spent six years in service to adults with special needs. Although different, her responsibilities entailed understanding individual needs, developing personalized plans and assisting in their implementation. Most importantly, it helped her see the world through various lenses. Volunteering is a way for her to stay connected to the various needs of the people in her community.

Teri and her family relocated to Lawrence in 2012. She joined this team due to their holistic approach to client needs plus the team approach to serving all clients in our practice . Teri enjoys all sports but especially the KU Jayhawks. Teri’s son, Nico, works at the University of Colorado Boulder and enjoys hiking with his partner. Her daughter, Jaycie, is an orbit analyst working in the space industry and enjoys reading at the beach. Teri enjoys traveling with family and friends, often going to interesting places for concerts, sporting events and historical adventures.